Migrate from CallPro CRM to Nutshell

CallPro Contact records map directly to Nutshell People. Standard fields (name, phone, email, company) map to the equivalent Nutshell Person fields. Custom contact fields from CallPro migrate to Nutshell custom fields on Person, subject to Nutshell's type constraints (text, number, date, picklist). We resolve the parent Company reference by matching CallPro's company name or explicit foreign key against Nutshell Companies imported in the preceding phase.

CallPro Company records map to Nutshell Company records. CallPro's multi-database segmentation (where a single team maintains separate contact databases) maps to Nutshell Companies with a tag or custom field to preserve the original database context. We create Nutshell Companies before Person import so that the Company-Person relationship is satisfied at insert time.

CallPro Lead records map to Nutshell Lead records. Lead status, source attribution, and campaign association migrate as custom fields or tag values on the Nutshell Lead. We preserve any lead score or qualification rating from CallPro as a numeric custom field in Nutshell.

CallPro Campaigns are a top-level object linking contacts, leads, and activities. We create a Nutshell Campaign for each CallPro Campaign to preserve campaign metadata and target list. Campaign member associations migrate as Nutshell Tags on the relevant People and Leads, using the format Campaign:{campaign_name}. Campaign questionnaire data migrates as notes on the Campaign record; the routing logic itself cannot transfer and must be rebuilt in Nutshell's workflow tools.

CallPro call activity logs (duration, disposition, notes, timestamp) map to Nutshell Activity records attached to the related Person or Lead. We use the CallPro disposition code as the Activity name and preserve duration and timestamp as custom activity fields. Activity ordering is maintained using the original CallPro timestamp.

CallPro email history, meeting records, and note engagements map to Nutshell Activity records. Email subject and body transfer as the Activity description; meeting location and time transfer to Activity fields. Notes migrate as Nutshell Activity entries with the original content preserved. We resolve the parent Person or Lead reference at migration time using email address matching.

CallPro Sales Orders and Quotes map to Nutshell Deals. Order header fields (total amount, status, close date) map to Nutshell Deal fields; line items migrate as Deal product entries. Quote PDF files from CallPro migrate as attachments on the corresponding Nutshell Deal using ContentDocument linking. If CallPro quotes include approval flags, we preserve these as a Deal status custom field.

CallPro custom fields on Contacts, Companies, and Leads are extracted during the audit phase, and field definitions are mapped to equivalent Nutshell custom field types. Nutshell supports text, number, date, checkbox, dropdown, and currency custom field types. Fields with incompatible data types (e.g., multi-select without a drop-down equivalent in Nutshell) are flagged during scoping for customer review and may require a text approximation or a separate tracking approach.

CallPro tagging taxonomy migrates to Nutshell Tags. Where CallPro tags serve a dual purpose (campaign membership and general classification), we separate them into Nutshell native Tags and a custom Person field for campaign membership to avoid tag bloat. The customer selects the preferred strategy during scoping.

CallPro User records map by email address to Nutshell Users. CallPro's concurrent-user model means a single license can cover multiple people on rotating shifts; we flag cases where one CallPro concurrent license maps to multiple named Nutshell users so the customer can right-size their Nutshell seat count. Inactive CallPro users are preserved as historical assignment owners; active users must be provisioned in Nutshell before record import begins.